6413 results found
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Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.3 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
3 votes -
Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
3 votes -
Duplicate Automations with Duplicated Templates
When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.
3 votes -
Add timestamp near signature field
option to add timestamp near signature field
3 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
3 votes -
Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
I-9 employment eligibility template
I-9 employment eligibility template
3 votes -
Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
3 votes -
The ability to add page numbers to certain pages only
For example, some pages are section dividers and should not have page numbers.
3 votes -
Move documents through API
Move folders through API. Ability to download the folder and/or archive into subfolders.
3 votes -
3 votes
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Creating a way to send documents to multiple people via link that doesn't require an email address to be entered.
We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.
3 votes -
LeadConnector
LeadConnector native integration.
3 votes -
3 votes
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Pull products from Salesforce quote groups
Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically
3 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votes -
Adding a table via API
We'd like to make a table using API and fill it out with content
3 votes
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